Summit Wealth Group (Colorado)’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$873K	Buy	10,837 +2,353	+28%	+$182K	0.07%	142
2026 Q1	$609K	Buy	8,484 +3,016	+55%	+$224K	0.06%	154
2025 Q4	$397K	Buy	+5,468	New	+$398K	0.05%	172
2025 Q3	–	Sell	-14,516	Closed	-$1.02M	–	626
2025 Q2	$1.02M	Buy	+14,516	New	+$953K	0.26%	89

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 28% in Q2 2026, buying an estimated $182K and bringing the position to 10,837 shares worth $873K. The position accounts for 0.07% of the portfolio, ranked #142.

Summit Wealth Group (Colorado) first reported a position in VO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q2 2025. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Summit Wealth Group (Colorado) held 10,837 shares of Vanguard Morningstar Mid-Cap ETF worth $873K as of Q2 2026.
Summit Wealth Group (Colorado) bought 2,353 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $182K.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #142 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Vanguard Morningstar Mid-Cap ETF position peaked at $1.02M in Q2 2025.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.